How I arrived at RWM
Bill A and I worked together at a different RIA a few years back. He introduced me to RWM, I started following the content, and it totally changed my understanding of what a wealth management firm could look like. I jumped at the chance to join in.”
Favorite part of the job
“Opening up about your financial life is often taboo. Money is emotional and intimate and sometimes daunting, and I find it such an honor to be able to help clients feel more confident and at ease in this part of their lives.”
When I’m Not Working
” I love getting outside. Going to the beach. Camping. Playing soccer. Chasing my almost two year old son around.”
